Money Concepts Financial Planning Center
Financial Planning, financial planning advice
Our passion is to have deep, meaningful relationships with successful people whereby we aid them in reducing the risks of saving, investing, and managing their money. We achieve these types of client relationships through a five step process:
1. Identify where they are now.
2. Identify where they want to be.
3. Formulate and present a plan tailored to their values, dreams, and goals.
4. Assist them with the implementation and execution of the plan.
5. Monitor and revise the plan with them as their life & economic circumstances change.
Unlike many of our competitors, our business model is driven by the plans we create as opposed to the products we provide. We believe this benefits the client as we will never suggest a product that we do not feel is in the best interest of the client. Here at Money Concepts, the clients' best interests really do come first.
, financial planning advice